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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: willcousa who wrote (104224)	6/9/2000 5:48:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "There is another possible scenario here. Intc decided it needed to fundamentally redirect the company. (1) It was right the rambus will be needed in the future and generally right about the difficulty of implementing it. But it chose not to say so. (2) It moved a lot of resources to implementing its' net strategy but chose not to say so because its' traditional customer base, the box makers, get hosed in the process. (3) it continues to be extra nice to dell and vice versa because that is where a lot of server chips are going. (4) pc demand has taken off like no one anticipated and the evidence is in shortages all accross the board. Just another possible scenario." -------------------- Hi Willcousa, Excellent post. Regards, Amy J PS But I would still add, (5) minor culture change is needed. Also, I don't know if (1) is correct since Rambus memory isn't my area of expertise (but it appears to me that Intel's persistance to use it implies they think it is the right long-term solution)